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Quarterly Program Commentary: Value and the U.S.
Quarterly Program Commentary: Value and the U.S.
This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist, shares how U.S. politics and market performance is not only shaping the markets but the decisions we’re making. He also sheds light on some of the major themes we’re watching in order to protect portfolios.
Manager Insights – May 2018
Manager Insights – May 2018
Boris Kovtunenko from Acadian Asset Management and James Lampard from Lincluden Investment Management share their perspectives on the market, while Wayne Gillespie, Director and Senior Portfolio Strategist weighs in and highlights the value of portfolio construction.
Quarterly Program Commentary | Apr. 2018
Quarterly Program Commentary | Apr. 2018
This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist shares how volatility returned to the markets this quarter and what strategies we implemented to protect our clients’ portfolios.
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Women and Wealth: Personalization Matters
Women and Wealth: Personalization Matters
Regardless of gender, a good financial plan is one that is unique to you and the goals you set for yourself. But a financial plan that works for the man in your life may not automatically work for you.
Quarterly Program Commentary | Feb. 2018
Quarterly Program Commentary | Feb. 2018
This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist discusses positive performance in the markets and what detracted from growth.
Are your heirs in the dark?
Are your heirs in the dark?
A lack of communication between parents and children may be leaving inheritors are in the dark about their financial future and many benefactors risk not having their wishes carried out as planned.
Opportunity Exists in Retail
Opportunity Exists in Retail
Kim Shannon, the investment specialist for our North American Value equity mandate, reflects on what worked well in 2017 and how hype can reveal opportunity where least expected.
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